The first anniversary of the cross-border New Deal: Some people have also been paid down 10 million financing

In the twinkling of an eye, cross-border e-commerce retail import tax New Deal - that is, '4 · 8 New Deal' has been the first anniversary of the introduction of this policy has led to the number of cross-border electricity industry practitioners of the nerves, so many people can not sleep at night January 1, 2018, cross-border electricity business new regulatory model is coming.

In the new cross-border regulatory model approaching, cross-border electric business how to upgrade their supply chain, and truly seize the old and new energy conversion opportunities, strengthen the advantages of foreign trade as a new growth point, cross-border electric business enterprises how to standardize and efficiency , Brand development, with the market of the machine, the policy dividend to reshape the pattern of foreign trade?

If 2015 is the first year of cross-border electricity business, 2016 is like a roller coaster-like changeable year. This ups and downs, largely from the policy 'swing', that is, cross-border e-commerce retail imports Tax New Deal is the introduction of the '4.8 New Deal '.

March 24, 2016, the Ministry of Finance, the General Administration of Customs and other departments issued '4.8 New Deal ', once launched to trigger cross-border electricity industry industry, a strong reaction to the relevant departments to take into account the effectiveness of policy implementation, decided to postpone On March 17, 2017, the spokesman of the Ministry of Commerce made it clear that after the transition period, the import of imported goods by cross-border electric goods would be regulated in the form of personal items, although it was difficult to see that the Government and Relevant industry professionals are constantly improving the system, policy.

There is no doubt that after a period of policy instability, cross-border electricity business competition will eventually return to the competitive factors of electricity providers themselves: operations, supply chain, capital, etc. The whole industry will undergo a series of severe reshuffle, Small cross-border electricity business platform development will become increasingly difficult, and strong platform strong strong.

'Swing' of the New Deal

The new policy of cross-border electricity business caused so much attention, with the past two years, the enthusiasm of cross-border electricity business has a great relationship.From the Ministry of Commerce data show that in 2015, people in overseas shopping spent a total of nearly 1.2 trillion yuan, cross-border Electricity to buy is 180 billion yuan, through the bonded stocking and direct mail mode imports of about 150 billion yuan.

After the policy bonus boost, the Ministry of Commerce in late March 2016 announced the new policy of cross-border e-commerce retail import tax, due to the implementation of the same year on April 8, the industry known as the '4.8 New Deal ', since 2016 May 1 to give a year of transition period.

November 15, 2016, the Ministry of Commerce spokesman said that in order to effectively promote the cross-border electricity retail sales of retail regulatory transition, the transition period will be extended to the end of 2017.

From the sudden 'harsh' New Deal to the New Deal to suspend, so a lot of policy dividends and the rapid rise of cross-border electric business enterprises experienced a roller coaster experience, and for consumers, began to tasted from the domestic website to buy overseas goods The sweetness of the '4.8 New Deal 'of the introduction, but also to a certain extent, increased shopping expenses.

March 17 this year, the Ministry of Commerce spokesman on the cross-border electricity retailers after the transition period of the overall arrangement of the regulatory arrangements, said to promote cross-border electricity retail sales of healthy and healthy development, approved by the State Council at this stage, to maintain cross-border The import and export supervision mode of the electricity retailer is generally stable, and the imported goods of the cross-border electricity business are temporarily supervised according to the personal items. The future, combined with the legislation of e-commerce law and the development of cross-border electricity retailers, further improve the supervision mode according to the needs.

Analysys Research Center senior analyst Chen Tao accepted the "Daily Economic News" interview, said that 'last year '4.8 New Deal', from the specific policy point of view: cross-border comprehensive tax introduction, is the regulatory And the introduction of customs clearance, it shows that regulators are more inclined to cross-border electrical retail goods as 'goods' to monitor, but last year's cross-border transition period of timely introduction, extended , And this year's spokesman for the Ministry of Commerce, then the regulators for the supervision of cross-border electricity in the exploration of the parties formed a basic recognition of the basic ideas in the cross-border electrical retail merchandise under the supervision of personal goods model, It is expected that the policy of customs clearance will continue to be suspended next year, and the cross - boundary comprehensive tax will be expected to continue to be levied, but the tax rate will be adjusted.

Chen Tao also said that in the '4.8 New Deal 'before the suspension of the implementation of the time, the various manufacturers due to the expected deviation of the policy, inadequate preparation, leading to panic spread, in the case of trying to clear the stock on the bonded stocking a cautious attitude , At the same time, because the direct mail mode is less affected by the New Deal, so some manufacturers will focus on the direct mail mode to start in the New Deal after the suspension of the implementation of the use of bonded stocking manufacturers and Began to re-active, but has been put into direct mail mode construction of the manufacturers did not slow down the pace of development, this is to prevent possible future policy risks, on the other hand is to make full use of direct mail mode, the user trust is higher, The advantage of longer goods.

Electric business analyst Li Chengdong told reporters that the current domestic cross-border electricity to 2C-based, '4.8 New Deal 'under the influence of the bonded model by the impact of policy changes will be relatively large before the New Deal, B2C platform centralized procurement of the way The user is more secure after the New Deal, the positive list led to some goods into the country, while causing prices to become expensive, will lead to the price advantage of the entire cross-border electricity business no longer gives the feeling of 'detours, Way '.

Future Competition Supply Chain

Analysys, the latest release of the fourth quarter of 2016, cross-border import retail electricity market competition pattern shows that Alibaba's two cross-border platform Lynx International and Taobao global purchase, respectively, with 18.9% and 15.4% share of the first And the second. Jingdong global purchase and Netease koalas were 11.8% and 11.6% share of the third and fourth in the above four cross-border platform accounted for the industry in the domestic business transactions of nearly six Into the leading market leader.

Subdivision, in the independent cross-border import of retail electricity market competition, Netease koala Haibiao share of 42.4%, occupy the leader position; small red book to 18.3% share in the second place; The terminal is ranked 11.7% in the third place.The three manufacturers basically decided to break the direction of this segment, nearly 3/4 of the market by its control.

After this year to adjust the foreign wharf founder and CEO Zeng Bibo to the "Daily Economic News" reporter feeling, 'a joy of a worry'! Joy is that the foreign terminal has been insisting on the cross-border direct mail has not been affected, Worry about the consumer purchase seems to be affected by the then New Deal and more rational.

'80% of the goods are cross-border direct mail, last year by the impact of the policy interference is relatively small. After the introduction of the policy, we updated the docking port technical port, but to improve our customs clearance efficiency.' Zeng Bibo said , Worried that consumers were affected by the '4.8 New Deal 'at the time, the purchase of enthusiasm was not so high before,' Fortunately, the foreign wharf last year, six times the growth of five times again shows the enthusiasm of consumption.

In Zeng Bibo's memory, at this time last year, many small-scale, difficult to withstand the impact of cross-border electricity companies are facing industry out, but also the birth of cross-border B2B such a new system, through the upstream commodity supply chain Advantages, large quantities stationed in the domestic bonded warehouse, and for the domestic bonded import as the main model of cross-border electricity to do distribution and consignment, enrich the industry's ecological chain improvement and development.

In the '4.8 New Deal 'before the release of small and medium-sized cross-border electricity has been down.

In March 2016, a number of media reported the news of the melon on the brink of collapse. Amoy's predecessor, CN sea Amoy was established in early 2014, initially made sea Amoy shopping or purchasing, build platform to absorb business settled. Since then because of purchasing mode pricing space Relatively transparent, more difficult to control the supply and logistics and other issues, in mid-2014 transition B2C self-owned sea Amoy business, then the main explosive mode of sale, then soon after the sea sea Amoy changed its name to honey Amoy in August 2015, Amoy abandoned the whole class strategy, to focus on Korean goods.

In Chen Tao's view, the melon fell off, and its use of the cost expansion model strategy to the cross-border practitioners awakened the alarm, but at the same time, Xiaohong book, baby lattice, pea princess, Darling, Georgia home have been More than 10 million level of financing, cross-border electricity business prospects are still optimistic about investors.

Chen Tao bluntly, the current cross-border electricity business, remove the more mature commission and promotion fee model, the more lack of efficient profit model.While the pursuit of profit and improve customer loyalty and conversion rate, it is the main problem in the profit Contradictory. The future of cross-border electric business industry after the integration of shuffle after the number of users on the contention will no longer be the focus, and the quality of the user, the user needs to accurately control the supply service system to improve their own Is the main battlefield of competition.

Electric business watchers Lu Zhenwang accept the "Daily Economic News" reporter interviewed that 'a lot of small and medium-sized electric business actually there is no viability, they are entirely driven by the capital, and finally this policy does not come, will Because even the cross-border electricity business platform, will also be affected by many factors, such as the supply chain system, category, so the final must have the power of large-scale electric business to survive, but cross-border electricity business has become a new Their 'last straw', die faster. '

Lu Zhenwang said that the policy changes last year, Tingzhi, basically basically open the policy, the basic shopping 500 yuan can be tax-free. Later developed a more stringent system, comprehensive tax to cross-border electricity business costs The overall increase in the cost of the future, the vertical, small cross-border electricity business platform development will become increasingly difficult.Overall, the participants less, but the whole 'plate' is still rapid development, large platform Such as Ali, Jingdong, Netease Koala, Amazon, etc., still be able to quickly develop their own cross-border business under the general trend at the same time, cross-border electricity business competition is very 'transparent', in the final analysis, or price sensitivity Cost issues, such as traffic costs, supply chain costs, the current supply chain needs a larger platform investment.

For large platform and small platform contrast, Li Chengdong accepted the "Daily Economic News" reporter interview analysis, said Jingdong and Lynx larger, platform and self-two models have, the impact on the policy impact of relatively Good, but the impact of small companies affected by the fundamental problem is the cargo problem, including the price advantage is no longer part of the goods do not come into the category is not rich enough from this point of view, the beginning did not go to the Free Trade Zone model Amazon is the beneficiary of this wave of policy, its own globalization and supply chain advantages have been highlighted, and around the cross-border shopping to do a certain optimization.

Li Chengdong also mentioned that the industry is still facing more bottlenecks, including the supply chain, non-bonded area of ​​the user experience due to long aging of the logistics, direct mail return difficult.

What happened to the cross-border electricity business over the past year?

April 6, 2016: The General Administration of Customs issued the Notice No. 25 of 2016, which is based on the classification of taxpayers, the adjustment of tax rates, the principle of classification and the principle of dutiable value.

At 8:00 on April 7, 2016: the Ministry of Finance, the Ministry of Commerce, the General Administration of Customs and other 11 departments jointly announced the "cross-border e-commerce retail import list", commonly known as 'positive list'.

April 13, 2016: The Ministry of Finance has issued a "List of Commodities for Cross-border E-Commerce Retail Imports" for further information on the note.

April 15, 2016: The Ministry of Finance and other 13 departments announced the "cross-border e-commerce retail import list (second installment)".

May 24, 2016: The General Administration of Customs has notified that the pilot cities will continue to be supervised in accordance with the requirements of the New Deal before the implementation of the 10 pilot cities. The transition period is until 11 May 2017.

November 15, 2016: The Ministry of Commerce announced that the transition period was further extended to the end of 2017.

March 17, 2017: A spokesman for the Ministry of Commerce made it clear that cross-border electricity retail sales of goods in accordance with the 'personal items' supervision.